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GSHD icon

2Xideas’s Goosehead Insurance GSHD Stock Holding History

2Xideas’s Portfolio GSHD Stock Details GSHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-265,523
Closed -$9.12M – 63
2022
Q4 		$9.12M Buy
265,523
+47,336
+22% +$1.77M 0.96% 56
2022
Q3 		$7.78M Buy
218,187
+81,755
+60% +$4.25M 0.82% 61
2022
Q2 		$6.23M Buy
136,432
+35,002
+35% +$1.91M 0.57% 68
2022
Q1 		$7.97M Buy
101,430
+21,465
+27% +$1.91M 0.56% 67
2021
Q4 		$10.4M Sell
79,965
-8,031
-9% -$1.15M 0.63% 69
2021
Q3 		$13.4M Buy
+87,996
New +$11.9M 1.02% 17

Other funds holding GSHD

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
ONPI
Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return